Author Archives: tecconn

Advice Alpha

How exposing clients to and helping clients to make hard choices is a major contributor to Advice Alpha

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IPPR proposals for the taxation of income and gains

Leading think tank, institute for public policy research, makes radical proposals for the taxation of all income and capital gains.

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Annual Allowance Charges

26,500 annual allowance breaches in 2017/8 should give advisers an opportunity to discuss tax efficient investment beyond registered pensions

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Reasons to Create A Trust

An overview of some of the key reasons why an individual would choose to create a trust.

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Overview of the Key Inheritance Tax Exemptions

A summary of some of the main inheritance tax exemptions that an individual could take advantage of.

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Protection for Sole Traders, Consultants and Contractors

The importance of including sole traders, contractors and consultants as part of the business assurance market. Strong insurance needs exist.

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Insurance Needs for SME owners

The importance of treating the business as an (possibly illiquid/unrealisable) asset class. A consideration of the importance of diversification and insurance protection to ensure that the chances of achieving the owners financial goals are maximised and protected.

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Possible Labour Party Tax Policy

The potential tax strategy of a future labour government and what planning could be considered at the current time

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Conservative Tax Policies

The potential tax policies of the new conservative government.

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Catastrophe Risk Assessment in wealth planning

The importance of incorporating a Catastrophe Risk Assessment into the wealth creation, management and transfer process. The pivotal role that life and critical illness insurance has to play.

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